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Added 3 mins ago
AS
IT Business Analyst
AgileGrid Solutions
Canada
- Full-time
Reporting directly to the Manager of Business Analysis, this role is pivotal in bridging the gap between business needs and technological solutions within Sanimax. As a Business Analyst,…
Added 3 mins ago
RH
Cost Accounting Manager
Robert Half
Toronto, ON
- $55 to $60 CAD / hour
- Contract
We are seeking an experienced Cost Accounting professional to support inventory accounting, cost management, financial reporting, and process improvement. The role will partner closely with…
Added 3 mins ago
RH
Risk Manager
Robert Half
Calgary, AB
- Full-time
Our client is seeking an experienced Risk Manager to join its organization and play a key role in strengthening its overall risk management capabilities. Reporting to the Chief Risk…
Added 4 mins ago
P
Maintenance Coordinator
Penske
Mississauga, ON
- Full-time
Support the branch financial manager by providing guidance and information that contributes to branch performance and profitability.
Added 33 mins ago
DC
Advisor, Talent and Culture
Durham Community Health Centre
Pickering, ON
- Full-time
Coordinate employee engagement and opinion surveys, including communications, survey administration, data compilation, analysis, and reporting of results
Added 33 mins ago
AH
Quality Lead - Consultant
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
The Medicine Portfolio at Peter Lougheed Centre (PLC) is seeking a dynamic, collaborative, experienced and independent leader to join our quality and safety-oriented team. If this is you,…
Added 33 mins ago
NS
Certified Orthotist - Rehabilitation & Supportive Care Services
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Manager of Assistive Technology, as a member of a multi-disciplinary team the Certified Orthotist provides a diverse range of clinical interventions to a pediatric and…
Added 34 mins ago
FM
Fraud Manager
Ford Motor Company
Oakville, ON
- Full-time
The Fraud Manager is a high-impact, leadership position within Ford Credit's Risk Management Organization. It requires a blend of fraud expertise, strong leadership, organization skills,…
Added 34 mins ago
DC
Advisor, Talent and Culture
Durham Community Health Centre
Pickering, ON
- Full-time
Coordinate employee engagement and opinion surveys, including communications, survey administration, data compilation, analysis, and reporting of results.
Added 34 mins ago
Sales Engagement Consultant / Affichage de poste - Consultant en engagement
Purolator
Montreal, QC · Saint-Laurent, Queb
The Engagement Consultant supports Sales in customer acquisition, retention, and growth by leading customer analysis, requirements assessment, solution design, and cross‑functional…
Added 49 mins ago
HR
Insights Researcher
Hard Rock Digital
Remote, Canada
- Full-time
- Remote
Hard Rock Digital is looking for a Insight Researcher to join the growing Consumer Insights team. Reporting to the Senior Insights Manager, the role will work on and run qualitative and…
Added 49 mins ago
OT
Senior Manager, Contracts
Open Text Corporation
Waterloo, ON
- Other
OpenText is seeking a Senior Manager of Support Contracts responsible for overseeing the Americas Support Contracts team and providing commercial and contractual guidance to the Worldwide…
Added 1 hour ago
Strategic Sourcing - Strategic Sourcing Associate
Mohawk Medbuy Corporation (MMC)
ON · Thunder Bay, ON · Kingston, ON · London, ON · Toronto, ON · Oakville, ON · Burlington, ON · Chatham-Kent, ON
Reporting to a Senior Manager, Strategic Sourcing or Director, Strategic Sourcing, this position is responsible for coordinating and supporting the Sourcing Team through all stages of the…
Added 1 hour ago
T
Manager, Revenue and Receivables
Telesat
Ottawa, ON
- Full-time
The Manager, Revenue and Receivables is responsible for overseeing the revenue accounting and billing functions for Telesat and its subsidiaries, credit and collections for the Consolidated…
Added 1 hour ago
T
Group Risk Specialist (ATH 5616)
TD
Toronto, ON
- Full-time
Support the execution of Data Risk oversight priorities, targeted reviews and governance reporting across the segment.
Added 1 hour ago
T
Segment Risk Specialist – Technology and Cyber Risk Management (ATH 5304)
TD
Toronto, ON
- Full-time
Strong analytical skills, including segment risk analysis, data analysis, and comparative analysis.
Added 1 hour ago
ES
BRANCH MANAGER
ECCO Supply™
Saskatoon, SK
- Full-time
Pipeline & Forecasting: Maintain accurate sales forecast and reporting; use data to guide decision- making and resource allocation
Added 1 hour ago
NG
QMS Specialist
NSG Group
Collingwood, ON
- Full-time
Analyzing data and reports to evaluate performance and suggest improvements. Providing training and guidance to staff and stakeholders on quality matters.
Added 1 hour ago
L
Pricing Coordinator / Cordonnateur de prix
Leviton
Pointe-Claire, QC
- Full-time
Reporting to the Pricing Manager, this role is an integral part of the Pricing department, providing support to the internal quotes team, the Canadian Sales team, and both local and US…
Added 2 hours ago
CO
Coordinator, Customer Experience
City of Brampton
Brampton, ON
- Full-time
This role reports to the Manager, Customer Experience and is responsible for customer experience and to coordinate and develop marketing plans and materials, event support and Transit…
Added 2 hours ago
BS
Accounting Manager
Blue Signal Search
London, ON
- Full-time
A growing family-owned manufacturer in the food and beverage space is building out its finance leadership bench and is hiring a hands-on Accounting Manager to help shape the next chapter of…
Added 2 hours ago
AP
Financial Planning & Analysis - Financial Analyst
Atura Power
Oakville, ON
- Full-time
Reporting to the Manager of Financial Planning & Analysis (FP&A), the Financial Analyst will play a key role in supporting the annual business planning process, monthly performance…
Added 2 hours ago
Certified Orthotist - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Manager of Assistive Technology, as a member of a multi-disciplinary team the Certified Orthotist provides a diverse range of clinical interventions to a pediatric and…
Added 2 hours ago
BG
Assembly Line - Placement Year
BMW Group
Goodwood, ON
- Internship
Daily tasks supporting the reporting and running of the Assembly Line.
Added 2 hours ago
PH
Coordinator, Workplace Health
Provincial Health Services Authority
Vancouver, BC
- Full-time
Reporting to the Manager, Workplace Health, the Workplace Health Coordinator provides effective case management and administrative support for the Disability Management process for an…

TEKsystems

Portfolio Lead

Toronto, ON, Canada

$100 to $120 CAD / hour · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $100 to $120 CAD / hour
Job type: Full-time
Apply by: Nov 4, 2026
Experience: 7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Posting language: English · French
Posted: Oct 5, 2026

Original job description

English section of this bilingual listing.

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Read the full bilingual original

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Experience supporting or leading large-scale platform transformations.
Strong requirements gathering and documentation skills.
Product ownership or product strategy experience.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de lentreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à TEKsystems.com.

Ordonnance sur légalité des chances de San Francisco: Conformément à lOrdonnance sur légalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de lintelligence artificielle (IA): Nous pouvons utiliser lintelligence artificielle (IA) pour soutenir certaines étapes de notre processus dembauche, notamment la recherche, la présélection et lévaluation des candidatures. LIA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

About TEKsystems And TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Apply About employer

More about this job

Responsibilities

Define future-state portfolio management capabilities and advise on portfolio processes, best practices, and modernization opportunities. Lead product strategy and requirements work, validate technology solutions, and align stakeholders across business, operations, and delivery teams, including through AI-assisted development practices.

Requirements

Requires at least seven years of experience in portfolio management, investment management, or wealth management technology, with deep knowledge of portfolio lifecycle processes and data flows. Candidates should bring transformation experience, strong requirements and product strategy skills, and excellent analytical, communication, and stakeholder management abilities; investment credentials and technical knowledge are preferred.

Skills

Portfolio Management
Wealth Management
Product Ownership
Business Analysis
Stakeholder Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Requirements Gathering
Platform Modernization
AI-Assisted Development
Java
Spring Boot
Apache Kafka

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Investment Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Investment Operations
Product Ownership
Product Strategy
Business Analysis
Requirements Gathering
Platform Modernization
Transformation
AI-Assisted Development
Copilot
Claude
ChatGPT
Java
Spring Boot
APIs
Apache Kafka
Enterprise Architecture
Security Reference Data
Market Pricing
Transactions
Positions
Investment Accounting
CFA

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